Universe · entity

Future Financial Wealth Managment LLC

Institutional manager (13F) · CIK 1801892
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $130M
#IssuerValueShares
1INVESCO EXCH TRADED FD TR II$17M64,600
2VANGUARD INDEX FDS$17M26,279
3JANUS DETROIT STR TR$7M147,469
4CAPITAL GROUP DIVIDEND VALUE$7M143,384
5ISHARES TR$6M22,623
6T ROWE PRICE ETF INC$5M119,727
7ETFIS SER TR I$4M189,099
8ALPHABET INC$4M11,414
9PROCTER & GAMBLE CO$4M24,890
10J P MORGAN EXCHANGE TRADED F$3M73,487
11ISHARES TR$3M74,217
12VANECK ETF TRUST$3M6,921
13INVESCO EXCH TRADED FD TR II$3M23,844
14FIDELITY MERRIMACK STR TR$3M65,546
15ISHARES TR$3M62,643
16SELECT SECTOR SPDR TR$3M17,983
17LAZARD ACTIVE ETF TR$3M75,731
18ISHARES TR$2M10,482
19APPLE INC$2M8,799
20ISHARES TR$2M27,763
21AMAZON COM INC$2M6,842
22VANECK ETF TRUST$2M123,225
23ELI LILLY & CO$2M1,753
24ABBVIE INC$1M5,951
25COHEN & STEERS REIT & PFD &$1M57,270
26VERIZON COMMUNICATIONS INC$1M25,554
27NVIDIA CORPORATION$1M5,619
28REAVES UTIL INCOME FD$1M24,202
29J P MORGAN EXCHANGE TRADED F$977k16,699
30META PLATFORMS INC$956k1,424
31VANGUARD SPECIALIZED FUNDS$921k4,103
32INVESCO QQQ TR$916k1,437
33INVESCO EXCH TRADED FD TR II$910k45,942
34JPMORGAN CHASE & CO$904k2,956
35MICROSOFT CORP$893k2,171
36IRON MTN INC DEL$868k7,646
37BARINGS CORPORATE INVS$844k47,021
38DUKE ENERGY CORP NEW$811k6,336
39SIMON PPTY GROUP INC NEW$810k4,017
40ALPHABET INC$801k2,375
41ISHARES TR$778k1,106
42INTERNATIONAL BUSINESS MACHS$764k3,120
43CLEARBRIDGE ENERGY MIDSTREAM$758k15,428
44PFIZER INC$684k25,162
45UNITEDHEALTH GROUP INC$671k2,136
46EXXON MOBIL CORP$662k4,440
47RTX CORPORATION$646k3,255
48JOHNSON & JOHNSON$644k2,698
49EA SERIES TRUST$628k13,899
50GLOBAL X FDS$617k11,704
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.